RESP

WisdomTree U.S. ESG Fund
RESP

Overview Fund Activity
Delisted

RESP was delisted on the 26th of January, 2024.

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37 hedge funds and large institutions have $24.7M invested in WisdomTree U.S. ESG Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$824K
2
BFG
2
Bouchey Financial Group
New York
$205K
3
LPL Financial
3
LPL Financial
California
$5.53M
4
MLA
4
My Legacy Advisors
Oregon
$366K
5
NS
5
NBC Securities
Alabama
$44K

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$386K
4
SF
4
Synovus Financial
Georgia
$214K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
COCM
1
Charter Oak Capital Management
New Hampshire
$6.04M 136,738 -3,356 -2%
LPL Financial
2
LPL Financial
California
$5.53M 125,094 +4,270 +4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.6M 36,250 -6,934 -16%
MHS
4
M Holdings Securities
Oregon
$1.58M 35,850 – –
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.04M 23,557 -6,081 -21%
Osaic Holdings
6
Osaic Holdings
Arizona
$963K 21,807 +26 +0.1%
Citadel Advisors
7
Citadel Advisors
Florida
$824K 18,658 +18,658 New
RJT
8
Raymond James Trust
Florida
$660K 14,946 – –
Morgan Stanley
9
Morgan Stanley
New York
$634K 14,358 +764 +6%
OWM
10
Opes Wealth Management
California
$572K 12,960 +105 +0.8%
RBA
11
Richard Bernstein Advisors
New York
$560K 12,673 -120 -0.9%
GVAG
12
Great Valley Advisor Group
Delaware
$448K 10,153 +38 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$417K 9,443 -480 -5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$386K 8,733 -7,741 -47%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$372K 8,421 +141 +2%
MLA
16
My Legacy Advisors
Oregon
$366K 8,309 +1,155 +16%
ST
17
Spinnaker Trust
Maine
$363K 8,220 -500 -6%
PAG
18
Private Advisor Group
New Jersey
$295K 6,677 +59 +0.9%
SWP
19
Stratos Wealth Partners
Ohio
$229K 5,193 -147 -3%
IFWM
20
Institute for Wealth Management
Colorado
$222K 5,019 – –
SF
21
Synovus Financial
Georgia
$214K 4,853 -7,046 -59%
CC
22
Courier Capital
New York
$212K 4,794 – –
BFG
23
Bouchey Financial Group
New York
$205K 4,635 +4,635 New
Wells Fargo
24
Wells Fargo
California
$186K 4,201 -2,249 -35%
CAL
25
Capital Advisors Ltd
Ohio
$185K 4,188 – –
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